How big is Inverta, LLP's plan?

Inverta, LLP's plan reported $1.8M in assets and 18 participants for 2024.

Original filing (PDF)20250715105651NAL0004464146001

Inverta, LLP

Name: Inverta, LLP — Inverta Employee 401(k) Plan, Form 5500 (2024)
Creator: Inverta, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inverta Employee 401(k) Plan

401(k) retirement plan · Inverta, LLP's Inverta Employee 401(k) Plan held $1.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Inverta, LLP's EIN is 47-5178907.

EIN 47-5178907

Plan number 001

Plan year 2024

ACK ID 20250715105651NAL0004464146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Inverta, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Inverta, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVERTA, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

INVERTA, LLP

EIN

all filings

Address

2 PHILIPS LANE · NEWTOWN SQUARE, PA · 19073

Phone

(610) 888-0027

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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